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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $14,834 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $11,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,757 | $63,314-48.3% | $91,004-64.0% | $62,293-47.4% |
| Participation rate | 42.6% | 73.3%-30.7pp | 75.6%-33.0pp | 69.5%-26.9pp |
| Annual return | 24.35% | 21.00%+3.4pp | 4.60%+19.7pp | 28.90%-4.6pp |
| Employer contribution / active EE | $538 | $1,807-70.2% | $2,456-78.1% | $2,042-73.7% |
| Participant deferral / active EE | $1,928 | $2,944-34.5% | $3,548-45.6% | $3,169-39.2% |
| Admin fee / account holder | $307 | $468-34.3% | $5,417-94.3% | $479-35.9% |